Administrative Skills, Brand Marketing (Branding), Candidate Screening, Communication Skills, Corporate Policies, Customer Relationship Management (CRM), Detail Oriented, Documentation, Flyers, Identify Issues, Insurance, Marketing, Marketing Campaign, Marketing Metrics, Multitasking, Onboarding, Operations Management, Organizational Skills, People Management, Performance Analysis, Performance Metrics, Physical Demands, Process Development, Regulatory Requirements, Social Media, Staff Training, Standard Operating Procedures (SOP), Systems Maintenance, Team Player, Training Program, Training/Teaching, Work From Home
Description
GENERAL SUMMARY:
Responsible for overseeing all support functions including HR, technology, marketing, projects and assisting director of operations.
RESPONSIBILITIES AND DUTIES:
- Assist with recruiting efforts, including job postings, candidate screening, and onboarding coordination
- Support employee engagement initiatives and internal communications
- Coordinate training and development programs
- Act as a point of contact for basic HR-related inquiries
- Serve as the primary liaison between staff and technology vendors/platforms
- Troubleshoot basic tech issues and escalate when necessary
- Maintain working knowledge of company systems, CRM, and insurance-related platforms
- Train staff on new tools, systems, and product updates
- Act as a subject matter expert on company products and services
- Assist in the development and execution of marketing campaigns
- Coordinate with internal teams on branding and messaging consistency
- Manage social media accounts and content scheduling
- Support creation of marketing materials (flyers, emails, presentations, etc.)
- Track and report on marketing performance metrics
- Develop, document, and maintain company policies and standard operating procedures
- Identify process inefficiencies and recommend improvements
- Ensure policies align with regulatory requirements and company goals
- Assist in implementation and training of new procedures
- Maintain organized documentation for internal use
- Assists director of operations with duties.
- Regular and reliable attendance.
- Assists with other job-related duties as assigned by management.
- Communicate effectively in-person and otherwise with all coworkers and customers, both during regular business hours and before and after regular business hours, if necessary.
- Effective communication and collaboration are essential for this role. While remote work may be available, there are times when being in the office is necessary to maintain our collaborative efforts.
KNOWLEDGE, SKILLS, AND ABILITIES:
- Knowledge of insurance products and services.
- Skill in training and managing employees.
- Ability to communicate with customers and co-workers in a courteous and professional manner.
- Ability to multi-task.
- Ability to work with accuracy, organization, and attention to detail.
EDUCATION AND EXPERIENCE:
- High School diploma or equivalent.
- Proper insurance licenses or ability to obtain after hire.
- Minimum of 5 years’ experience in operations, HR, marketing or administrative support.
- Previous management experience preferred.
PHYSICAL REQUIREMENTS:
NOTE:
The statements herein are intended to describe the general nature and level or work being performed by employees assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills, required of personnel so classified.
More Details
More Details
P
Pinnacle Bank/Bank of Colorado